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So I needed to call Bank Of America to get a replacement card because I lost mine. OK, I shredded it accidentally but that is a different story. Anyways, I need to call the customer service department. What is the first question the computer asks? "What is your card number?" I don't know, because I am reporting it lost (shredded - different story), but luckily, after doing nothing on my keypad they shoot me to the next prompt that says "If you are calling to report a lost or stolen card, press 1". Now we are getting somewhere. "We are experiencing extremely high call volume. Your call will be answered in the order received." Time to play some solitaire on my computer. Missed two calls waiting for a live person. Finally get a live person (from TN...she said so when she answered, sorry @RitaB if you think I am making fun of your state). What is the first question the rep asks? "What is your 16 digit card number?" Me "I don't know. I hit the button to tell you that I need a replacement card. Maybe the computer did not tell you that when the call was routed to you." And here is the kicker...I kid you not....this came out of her mouth...obviously reading from a script..."Did you know you can go online to the BofA website and take care of this?" Me..."How do I do that if I don't know my card number?" Crickets.....then ..."oh, sorry about that, lets get you taken care of, what is your social...…" I just wanted to say "Here's your sign". Tom Modesto, CA

I am going to delete McAfee as I actually prefer Windows Defender which has been getting great ratings for some time now. I formally used Zone Alarm which got so bad it blocked the ATX program.

Copied from IRS E-News: 1. New IRS Impersonation Email Scam The IRS and its Security Summit partners warned tax professionals this week about a new IRS impersonation scam campaign spreading nationally on email. The new email scam uses dozens of compromised websites and web addresses that pose as IRS.gov, making it a challenge to shut down. By infecting computers with malware, these imposters may gain control of an individual’s computer or secretly download software that tracks every keystroke, eventually giving them passwords to sensitive accounts, such as financial accounts. “The IRS does not send emails about your tax refund or sensitive financial information,” said IRS Commissioner Chuck Rettig. “This latest scheme is yet another reminder that tax scams are a year-round business for thieves. We urge you to be on-guard at all times.” The IRS does not initiate contact with taxpayers by email, text messages or social media channels to request personal or financial information. This includes requests for PIN numbers, passwords or similar access information for credit cards, banks or other financial account.

I won't go into the details, but I had similar experience recently with a B of A credit card in regards to setting up automatic payments. On the face of it their credit card website looks very professional etc, but when you go down to the next level I was going around in circles. Tried to get help from a real person on the phone, they emailed instructions telling me to do the same thing which had already not worked. I am in the process of closing this credit card and will never do business with B of A again. It's a tossup as who is the worst B of A or Wells Fargo !

ATX sells an add-on for this called PaperlessPlus, but I've always been happy scanning/printing PDFs to client folders, since 2003.

I don't use ATX any more, so I can't speak as to whether there is anything out there that integrates. I have tried a couple of file cabinet softwares over the years. Arkworks went out of business, or got bought out (I don't remember which) so I tried eFile cabinet next. I liked some of the features of the program but as they updated and improved the program I liked it lest and had more problems with it that I just never seemed to find the time to resolve. So i have gone to using the storage space on the server and just organizing files in a windows tree. Not ideal, but at least i don't have to worry about my data being held hostage if I change my subscription.